Fund Details
SBI Long Term Equity Fund Direct Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.28% |
| NAV | ₹185.59 (22 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹8,767 Cr |
Returns
Comparison
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 4.5% |
| Cipla Ltd. | Healthcare | Equity | 4.5% |
| Bharti Airtel Ltd. | Communication | Equity | 4.1% |
| ICICI Prudential Life Insurance Company Ltd. | Financial | Equity | 3.9% |
| ICICI Bank Ltd. | Financial | Equity | 3.8% |
| Tech Mahindra Ltd. | Technology | Equity | 3.7% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.6% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 3.4% |
| HDFC Bank Ltd. | Financial | Equity | 3.2% |
| Ambuja Cements Ltd. | Construction | Equity | 3.1% |
Fund Managers
SBI Long Term Equity Fund Direct Plan Growth Details
SBI Long Term Equity Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dinesh Balachandran is the Current Fund Manager of SBI Long Term Equity Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹8,767 Cr and the Latest NAV as of 22 Jan 2021 is ₹185.59.
The SBI Long Term Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The scheme seeks capital appreciation through investments in equities, cumulative convertible preference shares and fully convertible debentures and bonds. The scheme was converted into an open-ended plan in November 1999.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
